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Caitlin_McCorm3
Level 3
March 22, 2016
Question

Any way to track lead status by initial lead owner?

  • March 22, 2016
  • 1 reply
  • 1957 views

Hey -- I'm trying to track a change in a lead's status by the initial lead owner. We assign leads to two people in Marketo, and then they pass them along to the right owner. I'd like to have the ability to track the amount of leads that were converted by the first owner. Can anyone think of a way to do this in Marketo? I realize that there is a way to do it in Salesforce, but you'd have to set up a lead history APEX and, while I can do that, it won't allow me to track transgression retroactively - just going forward.

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
March 22, 2016

Create a field: Initial Lead Owner that is stamped when Lead Owner Email Address becomes NOT EMPTY. This would occur on the sync back after the first assignment from Marketo.

Test it though, you may need a wait step to let SFDC sync it back to Marketo before stamping the email.

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    Caitlin_McCorm3Author
    Level 3
    March 22, 2016

    Thanks! This will work going forward, but is there a way to have it work going back? Is "Was synced to SFDC = email address" good enough? @Josh Hill​

    Josh_Hill13
    Josh_Hill13
    Level 10
    March 22, 2016

    Might be hard, but try

    Was Changed Owner from X to ANY

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